Financial Services
Vantage provides industry leading service to financial and insurance firms nationwide:
- Specialized rings to announce important client calls
- Telecommuting and Remote Office
- Single number for clients to reach you anywhere on any device
- Single inbox unified messaging for all voice mails, e-mails and faxes
- Click to dial from Outlook Contacts for time savings
- Comprehensive billing reports that can easily be broken down by user, partner or division
- Communicate with clients and prospects with integrated CRM
- Integrated calendar
- Sophisticated Business Intelligence customized for financial services can integrate all structured and unstructured data for better decisions
- Track and store electronic data related to clients and prospects
- Compile large quantities of data and then perform specialized searches to identify trends
- Easily review data to discover hidden opportunities
- Set up queues for in-bound calls based on the type of inquiry
- Manage voicemails and prospect call backs
- Call leads using auto-dialing features
- Built in Disaster Recovery
To learn more about how our solutions can help resolve your firm's pressing needs, please Contact Us today.
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